Creating Invoice

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    Jan Weiher 
    Asked on February 02, 2021 at 12:00 PM

    I am trying to create a list of invoiceable items (services and inventory) with pre-set pricing. Then ideally when creating an invoice, I can chose from the list, and have the other items not appear on the pdf when created. Is this how the invoicing templates work? Can client info be saved to pre-populate the fields?

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    Basil_A
    Answered on February 02, 2021 at 04:01 PM

    Hi,

    I am not sure if understand how exactly you would like to prepopulate the data but the invoices/PDF are generated based on the data of the person that submits the form.

    You can edit generated PDF file and the invoices from the PDF editor, to make sure it contains the information that you require.1612299662_6019bd8e0735b_chrome_WgO5jXQn

    Please let us know if you require any further assistance.

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    Fernand
    Answered on February 03, 2021 at 02:53 AM

    Hello janweihervmd,

    Thanks for reaching us.

    Only the selected products appear on the invoice. I will try to explain with my example form below.

    Let's say we have created an order form using the Product List Element that includes two different products.

    1612337970_601a533279f22_Screen Shot 202

    Also, we have enabled the Invoice option.

    1612338075_601a539b49b8b_Screen Shot 202

    When someone fills your form and select a product, only the selected product appears on the Invoice. Here is my screencast below:

    1612338704_601a5610d73a6_ınvoice.gif

    Here is also a guide on How to Generate an Invoice for Your Payment Form.

    Please have a check and let us know for further assistance.